Last year India’s was one of the best performing emerging markets with the Sensex rising about 26%. Brazil had a lackluster performance with the Bovespa gaining under 8% for the year. Though both are part of the BRIC countries, the economies of Brazil and India differ vastly. For example, India is a major importer of …
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Brazil’s Bovespa index is up just 6.5% year-to-date(YTD) and China’s Shanghai Composite index is basically flat YTD. Investors’ attraction towards China has waned much more than towards Brazil in the past few years. The Shanghai Composite index fell deeper during the financial crisis than the Bovespa. But unlike Chinese stocks, Brazilian stocks have recovered strongly since the …
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The chart below shows the performance of exchange-listed foreign Oil and Natural Gas stocks year-to-date: Click to enlarge Data Source: BNY Mellon Colombia’s Ecopetrol(EC) is the top performer this year with a return of about 32% so far.China’s CNOOC(CEO) and PetroChina(PTR) have also performed well with double-digit rises. Compared to these ADRs, Brazil’s Petrobras(PBR) has …
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The S&P 500 is up 12.8% year-to-date(YTD). Compared to the performance of the US equity market, Latin America markets have been mixed so far this year. For example, Brazil’s Bovespa is up 3.1%, Chile’s Santiago IPSA is off 14.5% and Mexico’s IPC All-Share is up 15.4%. Traditionally the U.S. has long considered Latin America as its own …
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The Periodic Table of Investment Returns for the nine S&P sectors is shown in the chart below: Click to enlarge Source: SPDR Here are a few observations: At the height of the global financial crisis in 2008, financials fell over 55% while consumer staples fell only about 15%. Utilities fell by 23% and …
Continue reading ‘US Sector Periodic Table of Returns 2001 To 2011’ »